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Vanguard International Dividend Appreciation ETF

207 hedge funds and large institutions have $1.21B invested in Vanguard International Dividend Appreciation ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

50% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 56

15% more capital invested

Capital invested by funds: $1.06B → $1.21B (+$157M)

8% more funds holding

Funds holding: 192207 (+15)

0.13% more ownership

Funds ownership: 49.07%49.2% (+0.13%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
207
Holders Change
+15
Holders Change %
+7.81%
% of All Funds
4.18%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.24%
New
29
Increased
84
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$245M +$3.51M +49,172 +1%
Morgan Stanley
2
Morgan Stanley
New York
$106M +$7.03M +98,484 +7%
ECG
3
Edge Capital Group
Georgia
$67.1M +$16.3M +228,952 +33%
TWM
4
Tanglewood Wealth Management
Texas
$45.5M -$817K -11,441 -2%
Wells Fargo
5
Wells Fargo
California
$43M +$3.57M +50,041 +9%
PPA
6
Parametric Portfolio Associates
Washington
$37.9M -$1.4M -19,577 -4%
UBS Group
7
UBS Group
Switzerland
$37.3M +$5.57M +78,089 +18%
CA
8
Capital Advantage
California
$33.1M +$571K +8,005 +2%
Ameriprise
9
Ameriprise
Minnesota
$29.2M +$1.47M +20,533 +5%
BOPW
10
Brandywine Oak Private Wealth
Pennsylvania
$28.5M -$6.29M -88,092 -18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$25.4M +$3.77M +52,757 +18%
LPL Financial
12
LPL Financial
California
$25.2M -$2.19M -30,624 -8%
BFM
13
Boston Financial Management
Massachusetts
$24.4M +$1.56M +21,870 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$20.4M +$313K +4,379 +2%
SFO
15
Stokes Family Office
Louisiana
$18.6M +$1.17M +16,429 +7%
ETS
16
ESL Trust Services
New York
$17.9M
IWS
17
Insight Wealth Strategies
California
$17.7M +$3.47M +48,669 +25%
Osaic Holdings
18
Osaic Holdings
Arizona
$17.7M +$3.97M +55,556 +29%
AFA
19
American Financial Advisors
Georgia
$14.5M -$724K -10,137 -5%
ACA
20
Ackerman Capital Advisors
Texas
$14M +$1.42M +19,934 +11%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$11.8M +$4.87M +68,209 +71%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$11.8M -$232K -3,252 -2%
EK
23
Evensky & Katz
Florida
$11.3M -$227K -3,184 -2%
PWP
24
Principle Wealth Partners
Connecticut
$11M -$451K -6,318 -4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$10.6M +$828K +11,605 +9%

VIGI Hedge Fund Activity: Q3 2020 in Review

207 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard International Dividend Appreciation ETF (VIGI) for Q3 2020, worth a combined $1.21B — up 15% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new VIGI positions and 11 closed out — a net gain of 18 holders — while 84 added to existing stakes and 56 trimmed.

The largest buyer was Edge Capital Group, adding an estimated $16.3M. The largest seller was Brandywine Oak Private Wealth, cutting an estimated $6.29M.

  • 207 institutional investors held Vanguard International Dividend Appreciation ETF (VIGI) as of Q3 2020, up from 192 in Q2 2020.
  • Funds reported $1.21B of Vanguard International Dividend Appreciation ETF stock for Q3 2020, up 15% quarter-over-quarter.
  • 29 funds opened new Vanguard International Dividend Appreciation ETF positions in Q3 2020 and 11 closed out, a net change of +18 holders.
  • The largest Vanguard International Dividend Appreciation ETF buyer in Q3 2020 was Edge Capital Group, an estimated $16.3M added.
  • The largest Vanguard International Dividend Appreciation ETF seller in Q3 2020 was Brandywine Oak Private Wealth, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2020.